Cash Transfer In Process

1.Add and Submit Instruction

Go to the relevant investor account and select ‘Add Instruction’

Select the instruction type from the drop down list

Complete the relevant information on the instruction and Submit

2.Import bank statement

(See Import Bank statements and where to import Bank statements)

3.Match the Payment

4.Authorise Instruction

The Cash Transfer In is completed on authorisation and the cash allocated to the investor account

Last Updated on 4 years ago by Antoinette Van Meyeren